Blog
Investing After Retirement: Why it Pays to Have a Strategy
Leaving the working world behind requires a different mindset, especially when it comes to investing after retirement. Instead of focusing solely on building wealth, the priority shifts to managing how […]
Tax-Efficient College Savings Tools to Help You Plan Ahead
In the world we live in today, education is often an important key to opportunity, and many parents want to give their children a head-start with financing it. Here in […]
Why Tax Planning is Essential for a Comprehensive Estate Plan
Navigating the complexities of estate planning often feels like a daunting task. This is not only due to the intricate laws and regulations that govern the field but also because […]
Charitable Giving Strategies for the End of the Calendar Year
As the calendar year approaches its end, many people find themselves not only preparing for the holiday season and reminiscing about the past year but also embracing the profound sense […]
Protect Your College Student with These Medical and Financial Documents
As we approach that time of year when fresh high school graduates are joyfully celebrating their achievements, many families find themselves preparing for the next milestone: their child’s departure for […]
Client Profile – Sophia
Sophia has quickly experienced success as an entrepreneur in the healthcare field. While she is fully dedicated to her career in helping others, she feels confident in knowing that she […]
Client Profile – Alysha
Alysha, age 35, is married with two children and has recently gone through a career transition. While she understands that her financial situation has changed, she acknowledges the fact that […]
Tax-Savvy Charitable Gifting Strategies
Did you know that America is the most charitable nation in the world? In 2020 alone, U.S. charitable giving totaled $471 billion. What’s more, 69% of that giving was from individuals. […]